See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $4,917 |
Service code 49 | Other Services | $27 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,670 | $73,404-21.4% | $87,100-33.8% | $67,579-14.7% |
| Participation rate | 63.7% | 80.9%-17.1pp | 76.9%-13.1pp | 71.3%-7.6pp |
| Annual return | 19.73% | 48.29%-28.6pp | 28.19%-8.5pp | 378.56%-358.8pp |
| Employer contribution / active EE | $1,244 | $2,014-38.2% | $2,521-50.7% | $2,148-42.1% |
| Participant deferral / active EE | $4,139 | $3,913+5.8% | $4,049+2.2% | $3,539+16.9% |
| Admin fee / account holder | $14 | $142-90.1% | $7,497-99.8% | $142-90.2% |